Janet Josselyn, AIF®

Janet serves as a Private Wealth Manager, working directly with her clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning.

With more than 15 years of experience in the financial services industry, Janet has developed an in-depth knowledge of providing clients with comprehensive wealth management. Prior to joining Creative Planning, she worked for an independent investment advisory firm as a wealth advisor.

Janet earned a Bachelor of Business Administration degree from New Mexico State University. She is also an Accredited Investment Fiduciary^® professional, as designated by Fi360.

Janet and her husband, Gregory, reside in the San Francisco Bay area with their dog, Bixby. In her spare time, Janet enjoys attending music festivals, going wine tasting, volunteering with her neighborhood association and spending time with family and friends.